Surgent's Predicting Future Financial Issues Facing the Financial Executive

Our financial and economic series is designed to take key topics for financial executives and explore them in detail so that the CFO, controller, o...

8/27/2026 8:00am - 4:00pm  |  Online  |  Surgent

$279.00

CPE Categories: Accounting (4 CPE), Management of a Practice (4 CPE)

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Description

Our financial and economic series is designed to take key topics for financial executives and explore them in detail so that the CFO, controller, or financial executive can take away useful and practical recommendations dealing with the topic at hand. The program explores the current economic trends and analyzes their impact on you as the financial executive in areas such as professional skepticism, medical care costs, Social Security viability, the dollar as a world currency, the national infrastructure, the “fate of the states,” and the AICPA’s top 10 trends and technologies. Specific recommendations and insights will be offered to deal with the challenges.

Instructor: Frank Ryan, CPA

Target Audience

Financial executives, including CFOs, controllers, and managers

Course Objectives

Understand the prophetic financial issues for the CFO/controller, including:

Professional skepticism and the CPA

The critical nature of objectivity and overcoming bias in decision-making

Becoming attuned to broad-based business knowledge

Becoming a futurist to effectively lead your organization to success

Subjects

The CPA becoming attuned to broad-based business knowledge, professional skepticism, and subordination of judgment, balanced with the objectivity of the financial executive

How corporate governance and strategic management impact corporate finance

Impact of greater reliance on technology, artificial intelligence, and governance to include the AICPA top 10 trends and technologies

Developing and embedding risk management principles in accounting systems and designing and implementing meaningful Key Performance Indicators (KPIs)

Human Resources and critical metrics in a challenging labor and business environment

Future of Social Security and impact on retirement planning and employee retention

ESG and DEI trends in the global economy and avoiding pitfalls in implementing a rational sustainability planning model

“Fate of the states” – Will the location of your business make you less competitive?

National infrastructure and risks in national and global supply chains

The Federal Reserve, interest rate forecasts, and financial funding

The impact on the financial executive if the dollar is no longer the world currency and the importance of cryptocurrency